March 29, 2023 Pre-Institute Cocktail Party

Wednesday, March 29, 2023 - Wednesday, March 29, 2023

6-8 pm at Phillips Auction House 432 Park Avenue New York, NY 10002

We are looking forward to welcoming you to New York to attend the 18th Annual International Estate Planning Institute, and we want to extend the invitation to our traditional Pre-Institute Cocktail Reception, this year to be sponsored and hosted by Phillips at their marvelous Park Avenue location. You will be able to meet with other… Read More

18th Annual International Estate Planning Institute: 3/30-3/31

Thursday, March 30, 2023 - Friday, March 31, 2023

@Ease 605 Third Ave. New York, NY

The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with… Read More

STEP NY| December 6| Holiday Party & Annual Meeting

Tuesday, December 6, 2022 - Tuesday, December 6, 2022

The Columbus Citizens Foundation

Join us for an in person get together and holiday party! STEP NY will also be electing the new board of directors. There is no charge to attend the event. Register Here

STEP NY | November 2 | Common non-tax pitfalls for US persons relocating to or investing in Europe

Wednesday, November 2, 2022 - Wednesday, November 2, 2022

8:30 to 9:30 am @ Withersworldwide, 430 Park Avenue, 10th Floor

Common non-tax pitfalls for US persons relocating to or investing in Europe 8:30 to 9:30 am WithersWorldwide 430 Park Ave 10th Floor New York, NY 10020 Hannah Wailoo a partner in the private client and tax team and co-head of the Middle East group.She is a specialist succession and personal tax planning lawyer whose clients… Read More

STEP NY | November 8 | Development and Growth of Family Offices in Asia

Tuesday, November 8, 2022 - Tuesday, November 8, 2022

12-1 pm at Katten Muchin Rosenman LLP 50 Rockefeller Plaza New York, NY 10020 US

Development and growth of family offices in Asia Families around the world are increasingly looking to Singapore when considering a suitable jurisdiction to set up their family offices. What is driving this trend and what is so special about the laws and regimes in Singapore that sets it apart from the other countries? Other than… Read More

STEP NY | October 26 Event| The Good, the Bad, and the Ugly: Real World Planning For the Cross-Border Client

Wednesday, October 26, 2022 - Wednesday, October 26, 2022

Deutsche Bank Wealth Management, 1 Columbus Circle,

Join us on October, 26 2022, 4:00 to 7:00 The Good, the Bad, and the Ugly: Real World Planning For the Cross-Border Client Deutsche Bank Wealth Management, 1 Columbus Circle, NY presented by Michael Galligan, Andrew Haave, Amy Heller, and Stanley Ruchelman 2–hour CLE program followed by a cocktail reception. Register Here

STEP NY is seeking Leadership and Committee Positions

Please submit your name or other members you would like to recommend for consideration by the STEP Nominating Committee for STEP NY Chairperson(s) and Executive Committee positions (Programs, Events, Sponsorships, Memberships, Legislative Communications, Treasurer). Please submit names via email to the current STEP Chairs:  Glenn Fox  and Ed Devine 

STEP NY | September 29, 2022 | Luncheon

Thursday, September 29, 2022 - Thursday, September 29, 2022

Baker Mackenzie: 601 Lexington Ave NY

Join us on September 29th for a luncheon program from 12:oo to 1:00 pm Bermuda Planning Update This is an in person luncheon meeting featuring Craig MacIntyre and Scott Pearman of Conyers 1CLE will be provided Baker Mackenzie, 601 Lexington Ave, NY Register Here    

STEP NY | June 28, 2022 | New Member Breakfast

Tuesday, June 28, 2022 - Tuesday, June 28, 2022

June 28, 2022, 8:30 to 9:30 am We welcome you to STEP NY! At long last we can get together face to face. Please join your fellow STEP members and your Board for breakfast, for helpful information and the opportunity to meet other new members. Reserve your spot here for the new member breakfast.

STEP NY | May 31 | Hybrid Event: The Corporate Transparency Act

Tuesday, May 31, 2022 - Tuesday, May 31, 2022

Hybrid Event: Virtual or In Person |Baker Mackenzie, LLP |452 Fifth Avenue

The Corporate Transparency Act (the “Act”) passed on January 1, 2021 and Proposed Regulations were issued in December of 2022. The Act is another step towards placing the US on similar footing with other similarly positioned OECD and FATF nations in requiring the reporting of the ultimate beneficial owners of companies and similar corporate entities. This… Read More